We assume that you already have created the proposal. Click on the mail icon from the right side and popup with the preview email template will be shown. You can include the proposal link inside the email template and let your customer view...

If you don't want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s. Go to the customer profile from the admin area and click on the ...

New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the ...

Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....